Helix Agency Services

Helix Agency Services is a managed services provider for independent insurance agencies and the broker marketplace. Helix improves Agency Experiences — AX — through enhanced business system strategy, execution, and support. We serve as a bridge between our customers and their vendor partners.

Our partnership

As an Orange Partner, Helix is as integrated with Vertafore as we are with our clients. This results in greater communication and collaboration with Vertafore, and advocacy for our clients' needs at every level.

From strategy to execution, we assume as much or as little responsibility as needed. Our goal is to seamlessly integrate into our customers’ existing business like a remote employee or team. Similar to insurance providers, Helix works with customers to determine exactly what services are needed — and in what amounts — and writes a plan that meets their unique needs.

Helix is now ReSourcePro - Vertafore combined logo
“The Helix team is an integral part of our agency! Helix helps keep us on track and on task with frequent, open, honest, and transparent communication. And their intimate knowledge of and experience with Vertafore products allows them to solve problems easily and deliver unique solutions to all our users.”

Matt D’Abate, President


Helix Agency Services helps agencies benefit from Vertafore tech while doing what they do best

Here are some of the services that have made us a trusted partner to other agencies like yours:



Helix Managed Services
Helix Professional Services
“Helix is a real trusted partner and has been for many years. The breadth and depth of their insurance business and software expertise make them unique. Helix is the partner I point my customers to for help maximizing adoption and ensuring success. If you want advice on how to best use our software to get things done — or need help doing them — Helix is who you should call.”

Stephanie Stuckey, VP Strategic Accounts